SS&C Technologies Holdings has launched a new ESG reporting solutions platform for asset managers to better monitor and report on ESG exposure in their portfolios.
SS&C’s platform will support compliance with the EU Sustainable Finance Disclosure Regulation (SFDR) and deliver greater insights and transparency into ESG portfolio risks.
“Investors are looking for ESG transparency into portfolios,” says Theodore Hagan, Chief Financial Officer, Paloma Partners. “Paloma chose SS&C’s ESG Transparency Reporting solution to provide investors with independent insight into our ESG investment reporting.”
“The market and regulators increasingly recognise that ESG factors can affect risk and return, and companies are facing increasing pressure to bring more transparency to this space,” says Mike Megaw, Managing Director, SS&C Regulatory Services. “Our vendor-agnostic ESG solution platform ensures that managers and investors alike can easily access ESG information to make better decisions about their investments.”
SS&C has partnered with Sustainalytics to create investor transparency, carbon risk and sensitive sector exposure disclosure reports. The platform scans managers’ underlying data against Sustainalytics’ ESG dataset based on the metrics that apply to the fund’s objectives, frequency, design and format to satisfy investor and regulatory requirements.
“We see the growing manager and investor demand to incorporate ESG metrics into client reporting at the manager and portfolio level,” says Tim Langer, Director of Client Relations at Sustainalytics. “SS&C’s solution provides accurate and detailed ESG rating data which is a game-changer to help investors understand sustainable investing and ESG exposures.”
Additionally, SS&C’s ESG solutions platform helps EU financial market participants with the regulatory disclosure requirements for the Sustainable Finance Disclosure Regulation (SFDR). Clients will get access to a robust set of analytical and reporting tools that disclose ESG exposures and brings more transparency to products that promote ESG characteristics or have sustainable investment objectives.
